View ValuationÖsterreichische Post 将来の成長Future 基準チェック /16Österreichische Post利益と収益がそれぞれ年間8.3%と3.4%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に18.3% 8.3%なると予測されています。主要情報8.3%収益成長率8.35%EPS成長率Logistics 収益成長17.1%収益成長率3.4%将来の株主資本利益率18.25%アナリストカバレッジLow最終更新日13 May 2026今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesお知らせ • Mar 13Österreichische Post AG announces Annual dividend, payable on April 29, 2026Österreichische Post AG announced Annual dividend of EUR 1.8300 per share payable on April 29, 2026, ex-date on April 24, 2026 and record date on April 27, 2026.お知らせ • Jan 28The Platform Group AG (XTRA:TPG0) signed an agreement to acquire AEP GmbH from Österreichische Post AG (WBAG:POST) and a group of shareholders.The Platform Group AG (XTRA:TPG0) signed an agreement to acquire AEP GmbH from Österreichische Post AG (WBAG:POST) and a group of shareholders on January 26, 2026. The acquisition will be financed based on a clearly defined financing concept, combining internal funds, equity and debt capital. By March 2026, the Management Board intends to implement an adjusted and sustainable financing structure in connection with the acquisition of AEP. In this context, the Platform Group has resolved on two capital increases excluding subscription rights, comprising a total of 2 million new shares to be placed with long-term investors, with gross proceeds of €9.8 million. Registration in the commercial register is expected by February 2026. For the period ending December 31, 2025, AEP GmbH reported total revenue of €1 billion. Following the acquisition, The Platform Group intends to establish the pharmaceutical business as a standalone segment. Going forward, this segment will operate under the name Pharma & Service Goods. In addition, the pharmaceutical activities are to be organized as a fully independent business unit with its own dedicated management team. Following closing, The Platform Group intends to bundle its existing pharmaceutical and pharmacy-related activities under the umbrella brand “Pharma Group.” This will include AEP, ApoNow, apothekia, and the Doc.Green platform. The transaction is subject to regulatory approval, German Federal Cartel Office approval and the fulfillment of customary closing conditions. The transaction is expected to close in the first to second quarter of 2026.お知らせ • Dec 09Österreichische Post AG, Annual General Meeting, Apr 15, 2026Österreichische Post AG, Annual General Meeting, Apr 15, 2026.お知らせ • Aug 09+ 3 more updatesÖsterreichische Post AG to Report First Half, 2026 Results on Aug 07, 2026Österreichische Post AG announced that they will report first half, 2026 results on Aug 07, 2026お知らせ • Jan 27Österreichische Post AG, Annual General Meeting, Apr 09, 2025Österreichische Post AG, Annual General Meeting, Apr 09, 2025.お知らせ • Aug 20+ 3 more updatesÖsterreichische Post AG to Report Fiscal Year 2024 Results on Mar 07, 2025Österreichische Post AG announced that they will report fiscal year 2024 results on Mar 07, 2025New Risk • Dec 21New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 2.1% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Shares are highly illiquid. Dividend is not well covered by earnings and cash flows. Payout ratio: 91% Paying a dividend despite having no free cash flows. Dividend is not well covered by earnings and cash flows. Payout ratio: 91% Paying a dividend despite having no free cash flows. Earnings are forecast to decline by an average of 2.1% per year for the foreseeable future. High level of non-cash earnings (21% accrual ratio). High level of non-cash earnings (21% accrual ratio).お知らせ • Dec 19Österreichische Post AG Appoints Walter Oblin as CEO, Effective 1 October 2024At its meeting on 18 December 2023, the Supervisory Board of Austrian Post appointed Walter Oblin as Chairman of the Management Board and CEO of Austrian Post. The appointment takes effect on 1 October 2024. Walter Oblin has been with the company since 1 October 2009 and has been Chief Financial Officer of Austrian Post since 1 July 2012. On 1 January 2019, he was appointed Deputy Chief Executive Officer and, in addition to his role as Management Board Member responsible for Finance, also took on responsibility for the Mail Division. Walter Oblin will continue in his current role as Management Board Member responsible for Finance and Mail (CFO) until he takes over the position of the Chairman of the Management Board.お知らせ • Aug 12+ 4 more updatesÖsterreichische Post AG, Annual General Meeting, Apr 18, 2024Österreichische Post AG, Annual General Meeting, Apr 18, 2024.New Risk • Jun 09New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 56% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risks Shares are highly illiquid. Dividend is not well covered by earnings and cash flows. Payout ratio: 94% Paying a dividend despite having no free cash flows. High level of non-cash earnings (56% accrual ratio).お知らせ • Aug 12+ 2 more updatesÖsterreichische Post AG to Report First Half, 2023 Results on Aug 10, 2023Österreichische Post AG announced that they will report first half, 2023 results on Aug 10, 2023Reported Earnings • Mar 13Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: €2.26 (up from €1.75 in FY 2020). Revenue: €2.52b (up 15% from FY 2020). Net income: €152.3m (up 29% from FY 2020). Profit margin: 6.0% (up from 5.4% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 1.8%, compared to a 4.7% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has fallen by 1% per year.Reported Earnings • Aug 14Second quarter 2021 earnings released: EPS €0.47 (vs €0.23 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: €614.3m (up 28% from 2Q 2020). Net income: €31.6m (up 99% from 2Q 2020). Profit margin: 5.1% (up from 3.3% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.Reported Earnings • May 14First quarter 2021 earnings released: EPS €0.71 (vs €0.42 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: €668.3m (up 33% from 1Q 2020). Net income: €48.1m (up 68% from 1Q 2020). Profit margin: 7.2% (up from 5.7% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has remained flat, which means it is well ahead of earnings.Is New 90 Day High Low • Jan 21New 90-day high: €32.00The company is up 11% from its price of €28.75 on 23 October 2020. The British market is up 15% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Logistics industry, which is up 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €42.27 per share.業績と収益の成長予測BATS-CHIXE:POSTV - アナリストの将来予測と過去の財務データ ( )EUR Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/20283,335141203363212/31/20273,268135194349312/31/20263,13812919134423/31/20263,063109295436N/A12/31/20253,056132218362N/A9/30/20253,107133-6152N/A6/30/20253,115129-195-35N/A3/31/20253,137136-12539N/A12/31/20243,132138-40122N/A9/30/20243,01514577240N/A6/30/20242,967131265429N/A3/31/20242,841141287452N/A12/31/20232,74713390255N/A9/30/20232,679129-24139N/A6/30/20232,598146-270-114N/A3/31/20232,588126-282-110N/A12/31/20222,525126-251-80N/A9/30/20222,506131-248-65N/A6/30/20222,47412969257N/A3/31/20222,479135169349N/A12/31/20212,525152317493N/A9/30/20212,538155436628N/A6/30/20212,483154536708N/A3/31/20212,346138596760N/A12/31/20202,202118565733N/A9/30/20202,081116477616N/A6/30/20202,046112370510N/A3/31/20202,056132183352N/A12/31/20192,046146N/A327N/A9/30/20192,027139N/A272N/A6/30/20192,007147N/A246N/A3/31/20191,983145N/A192N/A12/31/20181,981144N/A296N/A9/30/20181,954164N/A342N/A6/30/20181,944165N/A320N/A3/31/20181,944167N/A370N/A12/31/20171,942165N/A256N/A9/30/20171,927158N/A231N/A6/30/20171,915155N/A223N/A3/31/20171,929155N/A225N/A12/31/20162,033153N/A224N/A9/30/20162,16768N/A222N/A6/30/20162,29968N/A218N/A3/31/20162,39666N/A217N/A12/31/20152,40371N/A216N/A9/30/20152,379151N/A221N/A6/30/20152,368151N/A244N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: POSTVの予測収益成長率 (年間8.3% ) は 貯蓄率 ( 3.4% ) を上回っています。収益対市場: POSTVの収益 ( 8.3% ) UK市場 ( 11.5% ) よりも低い成長が予測されています。高成長収益: POSTVの収益は増加すると予測されていますが、大幅には増加しません。収益対市場: POSTVの収益 ( 3.4% ) UK市場 ( 4.5% ) よりも低い成長が予測されています。高い収益成長: POSTVの収益 ( 3.4% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: POSTVの 自己資本利益率 は、3年後には低くなると予測されています ( 18.3 %)。成長企業の発掘7D1Y7D1Y7D1YTransportation 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/06/11 18:39終値2026/05/08 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Österreichische Post AG 3 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。16 アナリスト機関Marco LimiteBarclaysWilliam Fitzalan HowardBerenbergOthmane BrichaBofA Global Research13 その他のアナリストを表示
お知らせ • Mar 13Österreichische Post AG announces Annual dividend, payable on April 29, 2026Österreichische Post AG announced Annual dividend of EUR 1.8300 per share payable on April 29, 2026, ex-date on April 24, 2026 and record date on April 27, 2026.
お知らせ • Jan 28The Platform Group AG (XTRA:TPG0) signed an agreement to acquire AEP GmbH from Österreichische Post AG (WBAG:POST) and a group of shareholders.The Platform Group AG (XTRA:TPG0) signed an agreement to acquire AEP GmbH from Österreichische Post AG (WBAG:POST) and a group of shareholders on January 26, 2026. The acquisition will be financed based on a clearly defined financing concept, combining internal funds, equity and debt capital. By March 2026, the Management Board intends to implement an adjusted and sustainable financing structure in connection with the acquisition of AEP. In this context, the Platform Group has resolved on two capital increases excluding subscription rights, comprising a total of 2 million new shares to be placed with long-term investors, with gross proceeds of €9.8 million. Registration in the commercial register is expected by February 2026. For the period ending December 31, 2025, AEP GmbH reported total revenue of €1 billion. Following the acquisition, The Platform Group intends to establish the pharmaceutical business as a standalone segment. Going forward, this segment will operate under the name Pharma & Service Goods. In addition, the pharmaceutical activities are to be organized as a fully independent business unit with its own dedicated management team. Following closing, The Platform Group intends to bundle its existing pharmaceutical and pharmacy-related activities under the umbrella brand “Pharma Group.” This will include AEP, ApoNow, apothekia, and the Doc.Green platform. The transaction is subject to regulatory approval, German Federal Cartel Office approval and the fulfillment of customary closing conditions. The transaction is expected to close in the first to second quarter of 2026.
お知らせ • Dec 09Österreichische Post AG, Annual General Meeting, Apr 15, 2026Österreichische Post AG, Annual General Meeting, Apr 15, 2026.
お知らせ • Aug 09+ 3 more updatesÖsterreichische Post AG to Report First Half, 2026 Results on Aug 07, 2026Österreichische Post AG announced that they will report first half, 2026 results on Aug 07, 2026
お知らせ • Jan 27Österreichische Post AG, Annual General Meeting, Apr 09, 2025Österreichische Post AG, Annual General Meeting, Apr 09, 2025.
お知らせ • Aug 20+ 3 more updatesÖsterreichische Post AG to Report Fiscal Year 2024 Results on Mar 07, 2025Österreichische Post AG announced that they will report fiscal year 2024 results on Mar 07, 2025
New Risk • Dec 21New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 2.1% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Shares are highly illiquid. Dividend is not well covered by earnings and cash flows. Payout ratio: 91% Paying a dividend despite having no free cash flows. Dividend is not well covered by earnings and cash flows. Payout ratio: 91% Paying a dividend despite having no free cash flows. Earnings are forecast to decline by an average of 2.1% per year for the foreseeable future. High level of non-cash earnings (21% accrual ratio). High level of non-cash earnings (21% accrual ratio).
お知らせ • Dec 19Österreichische Post AG Appoints Walter Oblin as CEO, Effective 1 October 2024At its meeting on 18 December 2023, the Supervisory Board of Austrian Post appointed Walter Oblin as Chairman of the Management Board and CEO of Austrian Post. The appointment takes effect on 1 October 2024. Walter Oblin has been with the company since 1 October 2009 and has been Chief Financial Officer of Austrian Post since 1 July 2012. On 1 January 2019, he was appointed Deputy Chief Executive Officer and, in addition to his role as Management Board Member responsible for Finance, also took on responsibility for the Mail Division. Walter Oblin will continue in his current role as Management Board Member responsible for Finance and Mail (CFO) until he takes over the position of the Chairman of the Management Board.
お知らせ • Aug 12+ 4 more updatesÖsterreichische Post AG, Annual General Meeting, Apr 18, 2024Österreichische Post AG, Annual General Meeting, Apr 18, 2024.
New Risk • Jun 09New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 56% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risks Shares are highly illiquid. Dividend is not well covered by earnings and cash flows. Payout ratio: 94% Paying a dividend despite having no free cash flows. High level of non-cash earnings (56% accrual ratio).
お知らせ • Aug 12+ 2 more updatesÖsterreichische Post AG to Report First Half, 2023 Results on Aug 10, 2023Österreichische Post AG announced that they will report first half, 2023 results on Aug 10, 2023
Reported Earnings • Mar 13Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: €2.26 (up from €1.75 in FY 2020). Revenue: €2.52b (up 15% from FY 2020). Net income: €152.3m (up 29% from FY 2020). Profit margin: 6.0% (up from 5.4% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 1.8%, compared to a 4.7% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has fallen by 1% per year.
Reported Earnings • Aug 14Second quarter 2021 earnings released: EPS €0.47 (vs €0.23 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: €614.3m (up 28% from 2Q 2020). Net income: €31.6m (up 99% from 2Q 2020). Profit margin: 5.1% (up from 3.3% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
Reported Earnings • May 14First quarter 2021 earnings released: EPS €0.71 (vs €0.42 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: €668.3m (up 33% from 1Q 2020). Net income: €48.1m (up 68% from 1Q 2020). Profit margin: 7.2% (up from 5.7% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
Is New 90 Day High Low • Jan 21New 90-day high: €32.00The company is up 11% from its price of €28.75 on 23 October 2020. The British market is up 15% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Logistics industry, which is up 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €42.27 per share.